On June 29th, 2011, the high-level dialogue of the China Green Economy New Energy Heavy Truck Strategic Alliance with the theme of navigating the green future linked to industrial resources was held in Xi'an. The summit was to further expand the development of natural gas heavy trucks and promote green economy development. Trends give new impetus. At the meeting, Shaanxi Automobile Heavy Trucks, together with its industry chain members, industry associations and CNPC, issued the “China Green Economy New Energy Heavy Truck Alliance Convention”. This is the first time since the establishment of the “China New Energy Heavy Truck Strategic Alliance” in 2010 to issue new energy. Heavy truck alliance convention, this move also officially shows that China's implementation of new energy strategy implementation plan.

It is understood that Shaanxi Auto is the first domestic CNG (compressed natural gas) heavy truck developed and mass-produced enterprise, and it is also the first domestic company to undertake the project of the National 863 Program "Development of heavy LNG (liquefied natural gas) commercial vehicle products". According to the plan, Shaanxi Auto will use the core advantages of this industrial chain to gradually create a natural gas heavy truck industry cluster in China. It is also based on this that Shaanxi Automobile's natural gas heavy truck capacity will add 100,000 vehicles in the next five years, bringing its total production capacity to 250,000 vehicles.

Capacity expansion

To force heavy trucks of natural gas, the future expansion of production capacity is the only way for Shaanxi Auto. At present, the only production base for Shaanqi natural gas heavy trucks is in Xi’an, with an annual production capacity of 250,000 vehicles. In the next five years, Shaanxi Auto will select a province with rich natural gas resources to build a second base with an annual production capacity of 100,000 vehicles. According to an insider from Shaanxi Auto, the current candidate provinces for the base are Inner Mongolia and Sichuan, and the company will consider it comprehensively.

In this regard, the development of natural gas heavy trucks is mainly due to the domestic natural gas reserves and operating costs. At present, China's proven natural gas reserves have reached 5.6 trillion cubic meters. In 2010, domestic demand was only 100 billion cubic meters. The average utilization rate was only 4%, which is 17% lower than the world average of 21%. The contradiction between the shortage of reserves and the rapid growth of demand for oil in China for a long period of time has brought more room for the application of natural gas in the industrial field.

What's more, the application of natural gas in the heavy-duty field has greatly reduced the cost of using the user. According to some industry experts, a natural gas heavy truck can save 100 yuan in fuel cost per ton of diesel vehicles and save about 40% more than gasoline. In addition, the harmful gas emissions of natural gas heavy trucks are also lower than those of diesel vehicles. Among them, carbon monoxide emissions were 90% lower, hydrocarbon emissions 70% lower, and nitrogen and hydrogen compounds emissions 35% lower. With these advantages, the demand for natural gas heavy trucks in major provinces with resource reserves is also growing. Shaanxi Automobile also benefits from this. It is understood that as of 2010, Shaanxi Automobile's accumulated sales of natural gas heavy trucks have exceeded 5,000 units. In 2011, the sales plan was 10,000 vehicles.

New growth point

The advantages of natural gas can not be ignored, but Shaanxi Auto's choice of this road also has its helpless ingredients. From January to April 2011, the production and sales volume of traditional heavy-duty trucks (including non-complete vehicles and semi-trailer tractors) were 389,000 and 396,000, respectively, an increase of 1.53% and 3.33% year-on-year; however, the monthly production and sales volume in April had been The downward trend is now 89,000 vehicles and 106,000 vehicles, with output down 16.2% year-on-year, and sales volume down 8.33% year-on-year.

Under the influence of multiple factors, the growth rate of the heavy truck market slowed down and inventory levels remained high. In 2011, the heavy truck market was in a grim situation. Due to the explosive growth of the domestic heavy truck industry in 2010, many domestic commercial vehicle companies increased their productivity in the second half of 2010. However, the market situation in 2011 was counterproductive, leading to increased inventory pressure. With the recent central bank's frequent increase in the deposit reserve ratio and the increase in interest rates, the difficulty of loans has been further increased, and terminal sales have been slow. As a result, high inventory levels will continue.

In view of this, Shaanxi Auto sees a trend of decline in the market for traditional heavy trucks, timely launches of natural gas heavy trucks with early technology reserves, and concentrates its efforts in the future. It is also seeking another new growth point for Shaanxi Automobile. As for the development of the new growth point, Shaanxi Automobile has chosen the form of alliance so that the whole industry chain will enjoy its achievements.

At the high-level dialogue meeting of the China Green Economy New Energy Heavy Truck Strategic Alliance, the "China Green Economy New Energy Heavy Truck Coalition Convention" was formally established. One of the members of PetroChina Huayou Gas Natural Gas Co., Ltd. said that PetroChina will be in the country's current 1800 The base of the refueling station will maintain an average annual growth rate of 30%, and it will establish 7,093 refueling stations in 2015. However, at present, the alliance is only a social-level alliance. For the application of natural gas in the automotive field, the country still lacks the necessary policies and financial support, and does not rule out the possibility that the joint industry chain companies will report to the relevant national authorities.

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